TeamLab Office 7.6.0: Release Notes

As we’ve promised recently, the new version of TeamLab SaaS is launched. Almost each functional module has a number of important updates or new functionality. Let’s see what we’ve got.

CRM

The overall module has been enhanced in terms of general speed increase – now switching between module elements takes place immediately without any page reloading. As for the new features, the most anticipated update is the invoicing system. You don’t need to start another app any more to create a necessary payment document for your clients or subcontractors. You’ll be able to create an invoice right in your TeamLab Office portal selecting required clients and consignees from your CRM database, completing other standard fields like a due date and currency and, if necessary, linking it with a deal opportunity.

TeamLab invoicing also allows for keeping the Products and Services list that envisages entering items with the indication of an SKU (stock keeping unit), price, quantity and takes into account even double taxation cases.

For more convenience you can send an invoice to your client right from TeamLab mail benefiting from the integration of CRM and Mail modules.

the file versions now include revisions, i.e. minor changes in a document. The version number is updated manually by a doc author by grouping the existing revisions when you’ve completed an important milestone in your documentation. You can consult Tips and Tricks section of Teamlab Help for more information on version and revision control.

you can leave comments to each revision and they’ll be displayed in the version history in your documents list

the new lock option allows you to block a document from editing by other users. As soon as the document is unlocked, the version is automatically updated.

group sharing will save your time if you’d like to provide access rights to a whole division of your company or team

Apart from the mentioned module updates there’s a new feature for those who’d like to have extra level protection for their portals. In addition to a standard sign-in procedure, you’ll also be able to make use of two-step verification. It means, each time your portal users access your TeamLab Office portal, they’ll be requested to enter an SMS confirmation code sent to the telephone number they indicated. Please, note that the activation of this option is available only for the owners or full access administrators of paid portals in the General Settings of the portal. For more information, please, consult Help Getting Started section

We’ve tried to cover only the most important updates of this release, if you haven’t found any information you need or have some comments, as always, we’re open to any feedback.

It looks like a nice update overall. Me and my time are currently considering changing to a new project manager app. We are testing Team lab under the trial and I can say that so far we’re enjoying using it. The one problem we found so far, was that we still didn’t find a way of having a budget for a project, and seeing if that project is going off-budget.

Invoice module is very intersesting but unfortunately uselles for those whose language is not set. For instance, Croatian. We should also have possibillity for further customization according to the law. Please, make particular fields customizable. We can translate it to our own, and wold like to set fields as needed. You would make me very happy

Thank you, Mark, for your feedback!
As for your question:
Click the Gantt Chart link at the left side panel and select the project you need to activate the Gantt Chart for. To do that,
click the Select project button in the upper left corner (three horizontal lines),
check the necessary projects from the drop-down list,
use the Save button to close the list and display the projects.